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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-02-20
  • AL RA
    APPROVED
    Since 2025-02-20

Branch Locations

2127 Executive Park Drive, Opelika, AL 36801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concourse Financial Group Securities Inc Opelika AL 02/2003 02/2025
B-Trucking Opelika AL 03/1999 05/2022
(Dba) M Keith Branch Financial Services & Insurance Opelika AL 03/2010 Present
Cetera Wealth Services, Llc Opelika AL 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 02/2003 → 02/2025
    Concourse Financial Group Securities Inc
    Opelika, AL
  • 03/1999 → 05/2022
    B-Trucking
    Opelika, AL
  • 03/2010 → Present
    (Dba) M Keith Branch Financial Services & Insurance
    Opelika, AL
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Opelika, AL
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2005-04-21 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Opelika, AL
    Opelika, AL
    Opelika, AL
    Birmingham, AL
  • 2002-08-15 → 2003-02-25
    Opelika, AL
Other Businesses

(dba) M. KEITH BRANCH FINANCIAL SERVICES & INS; Investment Related; 2127 Executive Park Drive, Opelika, AL 36801; Insurance; Owner/Producer; Start Date 03/2010; 80 hours per month; Sales and service of individual and group life, accident, disability, dental, health, and vision insurance products. >> M. KEITH BRANCH; Investment related; 2127 Executive Park Drive, Opelika, AL 36801; Insurance; Producer; Start Date 03/1999; 20 hours per month; Sales and service of fixed insurance products.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-02-01
  • S63 Uniform Securities Agent State Law Examination
    2000-02-01

View on SEC IAPD

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